TIM

Tortoise Investment Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 13.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.12B
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,587
New
Increased
Reduced
Closed

Top Buys

1
+$9.13M
2
+$4.11M
3
+$3.76M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$2.06M
5
DCRE icon
DoubleLine Commercial Real Estate Debt ETF
DCRE
+$1.67M

Top Sells

1
+$2.86M
2
+$1.96M
3
+$1.82M
4
MBB icon
iShares MBS ETF
MBB
+$1.78M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.05M

Sector Composition

1 Financials 2.36%
2 Technology 2.18%
3 Industrials 0.92%
4 Consumer Discretionary 0.45%
5 Healthcare 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$207 ﹤0.01%
2
+1
1302
$198 ﹤0.01%
+2
1303
$197 ﹤0.01%
2
+1
1304
$190 ﹤0.01%
+4
1305
$189 ﹤0.01%
+2
1306
$187 ﹤0.01%
2
+1
1307
$185 ﹤0.01%
3
-10
1308
$177 ﹤0.01%
1
-3
1309
$177 ﹤0.01%
+1
1310
$176 ﹤0.01%
14
+2
1311
$174 ﹤0.01%
+3
1312
$173 ﹤0.01%
+2
1313
$172 ﹤0.01%
+3
1314
$169 ﹤0.01%
+2
1315
$169 ﹤0.01%
+2
1316
$167 ﹤0.01%
+2
1317
$165 ﹤0.01%
+2
1318
$164 ﹤0.01%
+1
1319
$163 ﹤0.01%
1
-1
1320
$162 ﹤0.01%
+52
1321
$161 ﹤0.01%
+3
1322
$160 ﹤0.01%
+2
1323
$157 ﹤0.01%
+2
1324
$157 ﹤0.01%
+2
1325
$156 ﹤0.01%
+1
51 52
53
54 55